Agentic AI Training & Consulting: Finance, FP&A to XP&A for Sustainable Business
Augment Your Team with AI | Forecast Within 1% Accuracy | Make Better Decisions.

1. Is there a commitment required?

No. The program is valid until cancelled. While it’s designed to run for 12 months, you can stop at any time. There’s no contract or lock-in period.

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2. What’s included in the program?

If you decide to sign up after our complimentary 30-minute taster session, we meet once a month for an hour to cover topics of your choice.
Each session includes:

• A live one-hour coaching session

• Pre-read material outlining leading practices, tools, and hands-on applications

• Optional access to purchase additional sessions to accelerate progress or explore more topics​

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3. Can I book more than one session a month?

Yes. You can add sessions at any time to fast-track progress or double down on areas where AI can deliver immediate impact. Many clients do this when launching a new initiative or facing a pressing challenge.

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4. Do I need technical skills or coding experience?

No. This program is designed for professionals who want to apply AI, not build it. You’ll use existing tools and frameworks to achieve results, without needing to write code.

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5. What if I’m not sure whether it’s right for me?

Subscribe to the AI Finance Playbook: "Your Role, Your Edge". Select the role that matches your need (you can request a new tailored guide at checkout if your role is not shown). You will then access the insight and be supported by an AI Assistant with guidance on how to apply AI for your selected role (You can also cancel at any time). Each guide has a link to book a free 30-minute taster session with a coach in your first month and receive monthly updates. This gives you the opportunity to explore how the program aligns with your work and goals—no obligation to continue.

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6. What topics can I choose from for the one-hour sessions?

Each one-hour session is supported by pre-read information and structured around practical applications. You can select from the following list:

• Create a Personalised Plan To Apply AI
  In just one hour, define your AI opportunity map to focus efforts where ROI is highest.

• Apply AI Foundational Knowledge (Types, Prompts, Governance)
  Gain the essential knowledge to avoid wasted effort and unlock confident AI usage.

• Apply AI to Achieve Quality Written Content
  Learn how to generate polished, on-brand writing instantly—saving hours every week.

• Apply AI to Create Attention-Grabbing AI Images
  Master tools that let you create standout visuals fast—no design skills required.

• Apply AI to Create Impactful Video
  Unlock one-click video creation to elevate your content without extra spend.

• Apply AI to Achieve Better Meeting Outcomes
  Use AI to prep, run, and follow up on meetings that drive faster decisions.

• Apply AI to Create Presentations That Sell
  Learn a one-hour method to build compelling decks that win clients and buy-in.

• Apply AI to Simplify Email Management
  Cut your email time in half by automating sorting, replies, and tone adjustments.

• Apply AI for LinkedIn Management (or other Social Media)
  Set up a one-hour weekly AI workflow to stay visible without losing focus.

• Apply AI for Calendar Management
  Use AI to restructure your calendar around value—not availability.

• Apply AI to Automate Your Workflow
  Identify and build an automation that eliminates at least one repetitive task.

• Apply AI to Create A Digital Double
  In one hour, configure an AI that handles repeat questions and tasks on your behalf.

• Apply AI to Discover Buying Intent
  Learn how to detect hidden purchase signals using AI in your existing tools.

• Apply AI to Create A Custom GPT Assistant
  Build a niche assistant in one session to support clients or internal use.

• Apply AI for Hyper-Personalization
  Learn to deliver 1:1 experiences at scale with AI-powered content tailoring.

• Apply AI to Analyse Any Data
  Use AI to surface insights from your own data—without technical skills.

• Apply AI to Forecast Data
  Create quick-turn forecasts using AI to guide smarter decisions.

• Apply AI to Trading & Investment
  Set up an AI-assisted routine to filter, analyse, and act on market signals.

• Apply AI to Finance (AI Finance Playbook)
  Use AI to cut through finance tasks—planning, reporting, and analysis—in one hour.

• Apply New AI Skills & Tools (On Demand)
  Get hands-on with the latest AI tool that maps to your immediate business challenge.

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7. Can I choose different topics each month?

Yes. Topics are chosen by you and can change month-to-month depending on your goals, interests, and evolving business needs.

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8. What kind of results can I expect?

Participants often experience significant time savings, increased productivity, and more successful outcomes — such as stronger business partnering, higher sales conversions, more impactful interviews, and expanded professional reach by using AI to add greater value to others. Many also report breakthrough thinking from the very first session.

Because every coaching session is tailored to your role, context, and priorities, you will be able to apply AI directly to your specific challenges and opportunities — helping you build trust, lead with confidence, and drive ROI. This level of targeted support and practical application is something no generic course can deliver. Each session is hands-on and outcome-focused, so you leave with tangible, immediately usable value.